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Sundaram Diversified Equity (ELSS) Regular Plan vs NIPPON INDIA ELSS TAX SAVER FUND compare

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tortoise-icon NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

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tortoise-icon Sundaram Diversified Equity (ELSS) Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Fund NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹14449 Cr ₹1468 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹250
Min Addl Investment ₹500 ₹500
Launch Date 21 Sep 2005 22 Nov 1999
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 23% 18%
Expense Ratio 1.71 2.21
Manager Ashutosh Bhargava Sudhir Kedia
ISIN Code INF204K01GK4 INF903J01538
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Month 5.97% 3.48%
6 Month -11.19% -9.29%
1 Year 3.31% 1.67%
3 Year 13.14% 9.88%
5 Year 27.4% 23.96%

SIP Return Analysis

Scheme Name NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month -4.5% -4.55%
1 Year -10.84% -9.12%
3 Year 13.94% 9.36%
5 Year 17.34% 13.15%

Rolling Lumpsum Returns

Scheme Name NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year 11.69% 12.34%
3 Year 12% 14.95%
5 Year 13.09% 13.23%

Risk Management

Scheme Name NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Standard Deviation 12.81% 11.71%
Sharp 0.53% 0.37%
Beta 0.99% 0.87%
Alpha 0.88% -1.18%

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Fund Managers

Scheme Name NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Name Ashutosh Bhargava Sudhir Kedia
Total AUM ₹121448 Cr ₹10423 Cr
Funds Managed 12 8
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Market Cap

Scheme Name

NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 0.25 3.85
Large Cap 69.45 72.56
Mid Cap 14.45 13.33
Small Cap 15.85 10.26

Sector Allocation

Scheme Name

NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 0.25 3.85
Telecom - Services 3.45 3.23
Petroleum Products 2.79 4.9
Electrical Equipment 1.23 0.81
Industrial Products 2.7 -
IT - Software 6.65 8.78
Construction 3.08 3.64
Finance 8.6 3.73
Banks 24.03 27.53
Leisure Services 2.04 1.02
Pharmaceuticals & Biotechnology 2.73 5.05
Healthcare Services 1.31 2.2
Cement & Cement Products 2.57 2.79
Capital Markets 2.9 1.98
Chemicals & Petrochemicals 1.61 0.88
Power 6.18 0.87
Auto Components 3.96 1.11
Automobiles 1.88 4.5
Insurance 4.57 0.92
Diversified FMCG 1.21 3.77
Consumer Durables 2.37 3.92
Entertainment 0.68 -
Agricultural Food & other Products 1.01 1.2
Retailing 3.25 3.56
Diversified 0.96 -
Consumable Fuels 1.88 -
Transport Services 1.68 3.6
Beverages 4.43 1.12
IT - Services - 0.5
Industrial Manufacturing - 0.85
Gas - 0.57
Oil - 0.69
Fertilizers & Agrochemicals - 1.93
Transport Infrastructure - 0.5

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